STOCK TITAN

ICL Group (NYSE: ICL) maps shift to Agriculture, Food, Industrial focus

(Neutral)
(Neutral)
Form Type
6-K

Rhea-AI Filing Summary

ICL Group Ltd. approved adjustments to its organizational structure on August 4, 2026, effective January 1, 2027, to align management with its updated November 2025 strategy. The company will adopt an end-market-oriented operating model focused on Agriculture, Food and Industrial markets, with greater emphasis on Food activities.

Under the revised structure, ICL will report four operating segments: Growing Solutions (specialty crop nutrition), Nutrition Solutions (food, beverage, health and nutrition), Industrial Products (performance and safety solutions) and Essential Minerals (potash and phosphate fertilizers from upstream mineral sites). For investor context, ICL provided preliminary, unaudited historical segment data: Q2 2026 consolidated sales of 2,135 and operating income of 266, and full-year 2025 sales of 7,153 and operating income of 580, all recast under the new segment definitions and subject to change as accounting implications are finalized.

Positive

  • None.

Negative

  • None.

Filing Explained

Separately from the planned reporting-structure changes, ICL states that this Form 6-K is incorporated by reference into its Form S-8 registration statement and Israeli shelf prospectus, making the report part of those filings unless later superseded.

Consolidated Sales 2,135 Q2 2026 consolidated sales under new segment definitions
Total Operating Income 266 Q2 2026 operating income under new segment definitions
Consolidated Sales FY 2025 7,153 Full-year 2025 consolidated sales recast to new segments
Total Operating Income FY 2025 580 Full-year 2025 operating income recast to new segments
Industrial Products Sales 600 Q2 2026 consolidated sales for Industrial Products segment
Essential Minerals Sales 918 Q2 2026 consolidated sales for Essential Minerals segment
Nutrition Solutions Sales 222 Q2 2026 consolidated sales for Nutrition Solutions segment
Growing Solutions Sales 605 Q2 2026 consolidated sales for Growing Solutions segment
end-market-oriented operating model financial
"The reorganization will adopt an end-market-oriented operating model with the aim..."
portfolio optimization financial
"enhancing efficiency and value creation through portfolio optimization and continued cost..."
Portfolio optimization is the process of arranging and adjusting an investment collection to achieve the best possible balance between potential returns and risk. It’s like fine-tuning a recipe to get the most flavor with the least unwanted ingredients, helping investors make smarter choices about how to allocate their money to meet their financial goals efficiently.
reportable operating segments financial
"the financial statements will include four reportable operating segments..."
forward-looking information financial
"The information in this immediate report constitutes “forward-looking information”."
Forward-looking information are predictions, plans, estimates or expectations about a company’s future performance, results or events, such as sales forecasts, project timelines, or anticipated costs. It matters to investors because these statements guide expectations but rely on assumptions and uncertain factors—like a weather forecast for a business—so investors should treat them as informed guesses rather than guarantees and consider the risks and possible changes behind the numbers.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
Learn about SEC filing dates

FAQ

What organizational changes did ICL (ICL) approve in this report?

ICL’s board approved a reorganization effective January 1, 2027, shifting to an end-market-oriented model. The company will focus management around Agriculture, Food and Industrial markets and reshape divisions to better support its updated November 2025 corporate strategy.

When will ICL (ICL) begin reporting under the new segment structure?

ICL expects to begin reporting under the new structure for periods commencing January 1, 2027. From that date, financial statements will present four reportable operating segments aligned with Agriculture, Food and Industrial end markets.

What are the four reportable segments ICL (ICL) will use going forward?

ICL plans four reportable segments: Growing Solutions, Nutrition Solutions, Industrial Products and Essential Minerals. Each segment is aligned with specific end markets, from specialty crop nutrition and food ingredients to industrial applications and mineral-based fertilizers.

What historical financial figures did ICL (ICL) provide under the new segment model?

ICL provided preliminary historical data with Q2 2026 consolidated sales of 2,135 and operating income of 266. For full-year 2025, consolidated sales were 7,153 and operating income was 580, all recast to reflect the planned four-segment structure.

Are ICL (ICL)’s recast segment figures audited or final?

No. ICL states the recast segment figures are preliminary, unaudited and provided only for investor convenience. The company notes they may change, including materially, as it finalizes the accounting and reporting implications of the reorganization.

How does ICL (ICL)’s new structure support its updated strategy?

The updated strategy rests on three pillars: profitable growth in specialty businesses, maximizing value from core potash, phosphate and bromine operations, and enhancing efficiency through portfolio optimization and cost improvements, which the new segment structure is designed to support.

 
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
 
FORM 6-K
 
REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER
THE SECURITIES EXCHANGE ACT OF 1934
 
For the month of August 2026
 
 
Commission File Number: 001-13742
 
ICL GROUP LTD.
(Exact name of registrant as specified in its charter)
 
ICL Group Ltd.
Landmark Tower
2 Leonardo Da Vinci Street
Tel Aviv 6473309
Israel
(972) 03-6844459
(Address of principal executive office)
 
Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F:
 
Form 20-F ☒          Form 40-F ☐
 


 ICL GROUP LTD.
 
 INCORPORATION BY REFERENCE
 
This report on Form 6-K shall be deemed to be incorporated by reference into the registration statement on Form S-8 (Registration Number: 333-205518) of ICL Group Ltd. and to be a part thereof from the date on which this report is filed, to the extent not superseded by documents or reports subsequently filed or furnished. In addition, this report on Form 6-K shall be deemed to be incorporated by reference into the Israeli Shelf Prospectus of ICL Group Ltd. filed with the Israel Securities Authority and dated September 19, 2025 (Filing Number: 2025-02-070730) and to be a part thereof from the date on which this report is filed, to the extent not superseded by documents or reports subsequently filed or furnished.



ICL GROUP LTD.
 
 
1.
Alignment of ICL's Organizational Structure to its Strategy


 
Item 1

Alignment of ICL's Organizational Structure to its Strategy
 
The Company hereby announces that on August 4, 2026, the Company's Board of Directors approved adjustments to the Company's organizational structure, effective January 1, 2027, in order to better align the Company's management focus with its updated corporate strategy, as published in November 2025. The reorganization will adopt an end-market-oriented operating model with the aim of promoting growth and sharpening the Company’s strategic emphasis on its Food activities.
 
As published, the updated strategy is built on three key pillars: (i) driving profitable growth through the Company’s specialty businesses, primarily Specialty Crop Nutrition and Specialty Food Solutions; (ii) maximizing the value of its core businesses by optimizing the potash and phosphate value chains and maintaining its leadership position in the bromine market; and (iii) enhancing efficiency and value creation through portfolio optimization and continued cost structure improvements.
 
The updated organizational structure is expected to include changes to the Company’s divisions structure, whereby the divisions will be organized around three main end markets - Agriculture, Food, and Industrial. The following is a description of the Company’s main divisions following the implementation of the change: (i) Growing Solutions, which will include the Company’s specialty crop nutrition activities for agricultural, turf and ornamental markets; (ii) Nutrition Solutions, which will provide advanced solutions for the food and beverage, health, and nutrition industries; (iii) Industrial Products, which will provide performance & safety solutions for industrial markets - primarily in the electronics, energy and construction sectors; and (iv) Essential Minerals, which will include the Company’s potash and phosphate fertilizer activities from our upstream mineral production sites, serving the global agricultural market.
 
As a result of the above, the Company expects that, beginning with the financial reporting period commencing January 1, 2027, the Company’s operating and reportable segments in its financial statements will be updated accordingly. That is, the financial statements will include four reportable operating segments (Growing Solutions, Nutrition Solutions, Industrial Products, Essential Minerals). To facilitate investors' understanding of the revised reporting structure, the Company has prepared selected historical financial information (consolidated sales and operating income), reflecting the new segment structure, including financial results for the first and second quarters of 2026 and the corresponding comparative periods in 2025 and 2025 FY. It should be clarified that the financial information presented below has not been reviewed or audited by the Company’s independent auditors and is provided solely for the convenience of the Company's investors. This information is preliminary and subject to changes, including material changes, in the course of assessing the accounting and reporting implications of the organizational restructuring.

 
   
Q2'26
Q1'26
FY 2025
Q2'25
Q1'25
             
Consolidated
Sales
Industrial Products
600
521
1,860
468
492
 
Essential Minerals
918
911
3,046
747
734
 
Nutrition Solutions
222
203
753
194
184
 
Growing Solutions
605
551
2,063
540
495
 
Other and setoffs
-210
-163
-569
-117
-138
 
Total Sales
2,135
2,023
7,153
1,832
1,767
             
OI
Industrial Products
125
79
269
66
74
 
Essential Minerals
124
148
490
100
112
 
Nutrition Solutions
30
24
107
26
28
 
Growing Solutions
32
30
135
35
28
 
Other and setoffs
-45
-46
-421
-46
-57
 
Total OI
266
235
580
181
185
             

Forward-Looking Statements
 
The information in this immediate report constitutes “forward-looking information”. This information includes, among other things, references to the future reorganization of the Company’s structure and, as a result thereof, of the Company’s operating and reportable segments, including the expected composition and activities of each segment, the timelines for implementation of the changes, and the Company’s assessment of the implications, including the accounting implications, of such changes on the data mentioned above. This information is based on management’s beliefs, assessments and assumptions and on information available to it as of the date of publication of this report, including estimates and forecasts whose realization depends, among other things, on factors beyond the Company’s control, and therefore, such information may change and/or not materialize. Readers should not place undue reliance on the forward-looking statements contained in this report, including their implications, including due to any of the risks appearing in the “Risk Factors” section in ICL’s Annual Report as published on Form 20-F for the year ended December 31, 2025 (as may be updated from time to time in the Company’s publications). Forward-looking information refers only to the date on which it is provided, and the Company undertakes no obligation to update it as a result of new information or future developments, or to publicly release any revisions to this information to reflect subsequent events or circumstances, or to reflect unanticipated events or circumstances that may occur.
 
Name of the authorized signatory on the report and name of authorized electronic reporter:
Aya Landman, Adv.
Position: VP, Chief Compliance Officer and Corporate Secretary
Signature Date: August 5, 2026

Investor and Press Contact - Israel
Adi Bajayo
VP, ICL Spokesperson and Israel IR Manager
+972-52-4454789
Adi.Bajayo@icl-group.com
Investor and Press Contact - Global
Peggy Reilly Tharp
VP, ICL Global Investor Relations
+1-314-983-7665
Peggy.ReillyTharp@icl-group.com


 
SIGNATURE
 
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
 
 
ICL Group Ltd.
 
 
 
By:
/s/ Asaf Alperovitz
 
 
Name:
Asaf Alperovitz
 
 
Title:
Chief Financial Officer
 
 
ICL Group Ltd.
 
 
 
By:
/s/ Aya Landman
 
 
Name:
Aya Landman
 
 
Title:
VP, Chief Compliance Officer & Corporate Secretary
 
Date: August 5, 2026